SAP CRM Interview Questions

SAP Web client User interface: CRM 7.0

Some important Shot notes: 1. Main Screen Areas: The L-Shaped always stays fix so the user always has access to common functionality and never gets lost. Its content can be configured as Business-Role dependent. 2. Over Overvie view w of of the the Web Web UI UI page page:: 3. Header Area:  Also called Global Function Area. It consist of  Personalize:: Generic personalization options Eg. Change password Personalize Help Center : Offers direct access to BUD (business user documents) System News: News: Provides access to general system messages Central Search: Search: Displays Saved searches/ Simple searches Log off : logs you off 

a. b. c. d. e.

4. Navigation Area / Navigation Bar : It includes a.  Applications search launches b. URL link c. BI reports and analysis (SAP NetWeaver) d. Transactions in other systems I. o o o o o

II.

First Level Navigation Entries: Home Work list Calendar  Reports Business-Role specific work centers

o o

Second Level Navigation Entries: Links to most frequent search pages Opens via a click and vanishes automatically after the selection

a. b. c. d.

Work Centers: It is a flexible grouping of application and information that logically belong to each other from the viewpoint of  a business role. Personalization of the Work Center can be done in Navigation Bar Profile SPRO-IMG-CRM-UI SPRO-IMG -CRM-UI Framework-Business RoleLogical Links: are of 4 Types: Link Work Center  Launch Transaction BI Report

Create Area/ Quick Create Area/ Direct Link Groups: Groups: It contains frequently used applications by the user. It allows users to start a creation of an object of an object quickly, no matter where the user is located in the SAP CRM application at the moment. This are is freely configurable per Business-Role. This are can be personalized by the User. a)  Appointments b) Email c) Task d) Business-Role specific links Personalization of the Direct Link Groups can be done in Navigation Bar Profile SPRO-IMG-CRM-UI SPRO-IMG -CRM-UI Framework-Business RoleRecent Items: It allows the user to navigate to the items that he has worked on most recently with one click. This area is configured per Business-Role. This number of entries can be changed up to 10. The personalize settings can be done by the user via PersonalizePersonalize Navigation Bar-Recent Items (drop down)

a. b. c. d. e.

5. Home Pa Page: The HOME page provides: My appointments Today Workflow Tasks My Open Tasks  Alerts My Saved Searches The HOME page can be configured per Business-Role.

 Available content and screen structure can be personalized by the user. E.g. Drag & Drop. 6. WORKLIST page:

7. CALENDAR page: a)  A graphical overview of today’s appointments b) Switching between daily, weekly and monthly views c) Switching to a colleagues calendar. d) Provides an overview of the next 2 months e) Provides a list of open tasks. f) Provides an option to directly create an appointment from the daily view. 8. EMAIL INBOX page: 9. WORK CENTER: The work center page is opened by choosing the First-Level navigation entry directly, without a) b) c)

selecting any specific Second-Level entry, belonging to the respective work center. Search Create Reports 10. REPORTS-Entry Page: Provides a list of reports and analysis grouped by business topics. It can have second-level navigation entry providing direct access to important analysis or dashboards. BI Content CRM Interactive reports CRM Analytics Configured per Business-Role

a) b)

11. SEARCH PAGES: Search Criteria Area Search Result List Area The table graphic is a feature available for every table, but especially in the search result list it provides a perfect facilitation option to understand patters and schemes behind the found search results in a graphical manner. SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Parameters Possible parameter values are: ASSIGNMENTBLOCK;SEARCHRESULT; (adobe flash is required)  Available search criteria can be controlled by SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Central Search You can use the CRM ES Modeling Workbench to connect CRM business objects to SAP NetWeaver Enterprise Search. You can access CRM ES Modeling Workbench via SAP MENU>Architecture and Technology>Enterprise Search Integration>Tools

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o o o o o o o o  

12. OVP: Over View Page  Assignment blocks capabilities are available in single Column and tile layout. Main OVP Elements – Work Area Title Work Area Tool Bar  Personalization Form View Header Area  AB Tool bar  Table  Assignment Blocks Non-Interactive Center in a tile layout SPRO>IMG>CRM>UI Framework>UI Framework Definition> Register Overview Pages for Tile Layout Hierarchies: Used for navigation or simply to display related information in a structured format. E.g.: Org Model; Installed Base; Product Hierarchies; Account Hierarchies BSP Application: CRM_UI_START Description: CRM WebClient UI Start Page: default.htm SU3 SU01 CRMC_UI_PROFILE CRMC_UI_NBLINKS BSP_WD_CMPWB

Create a User  User Master Data Define a Business Role Define Navigation Bar Links Component Work Bench

 what are the different into the CRM system?

sources through which BP enters

Initial load from legacy systems Internet self registration Web UI Field applications Interaction Center CRM enterprise SAP BW SAP ERP External list Management

Whats the Difference between R/3 pricing and CRM Pricing? There are lot of differences between SD Pricing and CRM Pricing the way it works. The pricing technique works same way in both SD and CRM. However there are no account Keys in CRM. You also have an IPC/Pricing engine in CRM for pricing routines. You have a TTE - tax engine for calculating taxes. You can use R/3 as a leading system and download all pricing procedures, conditions etc. Differences are there in terms of: •

Condition Processing

•

Condition Technique

•

Condition Maintenance

Differences in Condition Processing 1. The source condition record cannot be displayed in SAP CRM for technical reasons, when processing conditions in a transaction. 2. Unlike SAP R/3, SAP CRM recognizes several pricing transactions. This enables you to compare pricing transactions. This can be useful after failed searches or price changes. 3. The pricing type cannot be predefined when starting a new pricing transaction in SAP CRM.

Differences in the Condition Technique 1. Data determination at access level cannot be executed in SAP CRM. Differences in Condition Maintenance 1. It is not possible in SAP CRM to display condition records for predefined selection data in condition lists. 2. Mass copying of condition records is not possible in SAP CRM. 3. Change documents are not available in SAP CRM. 4. Archiving of pricing conditions is not possible in SAP CRM.

R/3 is the comprehensive set of integrated business applications from SAP, the German

company that states it is the market and technology leader in business application software. R/3 replaced an earlier system, R/2, which is still in use. R/3 uses the client/server model and provides the ability to store, retrieve, analyze, and process in many ways corporate data for financial analysis, production operation, human resource management, and most otherbusiness processes. A recent release of R/3 makes it possible to get to the R/3 database and applications through Internet access and Web browsers. A sales representative can initiate the workflowfor a sales order by filling out an electronic form on a laptop that will be "translated" into input for the R/3 system. Other interfaces such as Lotus Notes can also be used. The Web implementation adheres to the Workflow Client API standard of the Workflow Management Coalition (WfMC). A more recent version of R/3 adds features designed to speed product delivery by helping to manage the supply chain.

Differences in Pricing in SAP CRM and SAP R/3 Functional Differences: Function Condition Type in SAP R/3 Comments Determination EK01, EK02 Connection is not supported in SAP CRM Rebate processing BO01 to BO05 Rebate processing is not supported in SAP CRM Down payment processing AZWR Down payment processing is not supported in SAP CRM Invoice lists RL00, MW15 Factoring discounts are not supported for invoice lists in SAP CRM Cost prices VPRS Cost prices only exist in SAP CRM if delivery-related SAP CRM Billing is being used. In this case, the cost price is determined: Goods issue in the SAP R/3 OLTP System reads the costs and transfers them to the billing due list in the SAP CRM System Expected customer price EDI1, EDI2 Expected customer price via EDI is not supported in SAP CRM Differences in Condition Processing 1. The source condition record cannot be displayed in SAP CRM for technical reasons, when processing conditions in a transaction. 2. Unlike SAP R/3, SAP CRM recognizes several pricing transactions. This enables you to compare pricing transactions. This can be useful after failed searches or price changes. 3. The pricing type cannot be predefined when starting a new pricing transaction in SAP CRM.

can anyone plz explain the document pricing procedure & customer pricing procedure

In pricing processor sales area +document pricing processor +customer pricing processor +pricing processor

Document pricing processor: in sales document header consist Document pricing processor, If you want to maintain pricing processor for different doc different pricing it will be useful Customer pricing processor: this will be in customer master record in sales data – sales data tab. Maintain customer pricing standard or any other While doing sales order pricing will be determined based on above combination How is The Item category is determined ? Kindly help understanding it in detail.

Based on item category group,item category usage and main item category main item and transaction type.Item category will be determined. Item category determination Sales document type +item category group +usage + higher level item category +default item category + manual item category ITEM CATEGORY IS DETERMINED IN TRANSACTION BASED ON -FOUR FACTORS: SALES DOC TYPE + ITEM CATEGORY GROUP + USAGE + HIGHER LEVEL ITEM CATEGORY---->(DETERMINES) ITEM CATEGORY.

Re: Types of profiles in lead & opportunity? 1.text determknation procedure 2.partner determination procedure 3.status profile 4.organisation data profile 5.action profile 6.date profile 7.obj reference profile

Recently i was asked this question in a CRM  Interview: 'What is the business process you followed? '. Can anyone help me in finding an answer to this question.

Business process is the process you follow in a particular project say for example if you have implemented cic winclient so you should be able to explain how the things work and how the data gets updated and wat are all the backend systems connected and all. mean how exactly the business works. Business process is the process you follow the perticular project but depend internal or external organizatin or group. If u work on fromt office frame work in CIC winclient then how the things work data will be updated.

What is the difference between VK11 and VK31? IN vk11 we can maintain condition records for one condition type at a time for 1 material. IN Vk31 we can maintain n no of condition records for 1 material in one access. INTERVIEW QUESTIONS: 1)

What is partner function? How will you do determination? Why we use? Partner functions are terms that describe the people and organizations with whom you do business, and who are therefore involved in transactions. For example, when you create an activity, based on Customizing settings, it automatically includes the partner functions Activity Partner, Contact Person, and Person Responsible. Partner functions are always assigned to partner function categories, which are hard-coded in the system. The system includes commonly used partner functions, but you can also define your own. You use partner functions in transactions, in all areas of partner processing, and in some areas of business partner master  data. For example: 

You have a real estate business and define the function Tenant to refer to your customers.

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Tenant is displayed in the header and Parties Involved assignment block in transactions, and in the Buying  Center assignment block, when relevant. 

It appears in the Customizing settings for access sequences, partner determination procedures, and partner teams.

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It appears in business partner master data when you assign partners to partner functions when creating relationships between business partners, and when you enter excluded partner functions. 

You define partner functions in Customizing for Customer Relationship Management , by choosing Functions Partner Processing  Define Partner Functions . 2) 3) 4) 5) 6) 7) 8) 9) 10)

Basic 

What are the sources for partner functions? What is the procedure to do text determination? Tell the process? How many methods/profiles in Org determination? Can you do org det at item level? What as Action? Why we use? What are the conditions we have? What type of actions you have used, for which scenario explain? Tell me some transaction types? How many Levels are there in transactions? What is activity? Types, customizing settings? How will you change the reasons according to the status? Campaign mgt wt you know? Wt are the settings will you do? How will you execute campaign? Where you have used campaign explain? Where will you enter responsible partners in web UI? Wt settings will you do?

11) Can you run campaign without products? What are all necessary to run campaign? What settings will you do to send mail from your system? 12) How will you create Activity when you trigger e-mail campaign? 13) Where all you can create target groups? 14) What you know about Product proposal, why we use it? Where we use it? 15) What is the customizing for top n products? 16) How will you determine ranking values? 17) What are mail forms? How will you do in WEB UI? 18) Tell me what you know about Web UI customizing? How can we edit labels? 19) How can you create your business Role? 20) What is call list, do you have any idea? 21) What are the Business Roles available/you know? 22) What you know about IC? 23) What is Lead? What you know about it? 24) What are the customizing settings for lead? 25) What are the customizing settings for Campaign? 26) How to make a campaign template/Marketing Plan Template? 27) How can you customize assignment block? 28) Can you delete an Assignment Block of a campaign? What are the customization steps? 29) What is ASAP methodology? 30) What is your system landscape? 31) What is a BP field grouping? Why is it used? 32) Which BP role would the BP’s created form ELM come under? 33) Difference b/w BP Role and Partner Function? 34) What are the setting required for Service Order? 35) What is your service life-cycle? 36) What is Blue Print Phase? What does the document consist of? 37) What are actions? Why did you use them in your project? 38) What is email processing? 39) What is workflow? SAP Business Workflow can be used to define business processes that are not yet mapped in the R/3 System. These may be simple release or approval procedures, or more complex business processes such as creating a material master and the associated coordination of the departments involved. SAP Business Workflow is particularly suitable for situations in which work processes have to be run through repeatedly, or situations in which the business process requires the involvement of a large number of agents in a specific sequence. You can also use SAP Business Workflow to respond to errors and exceptions in other, existing business processes. You can start a workflow when predefined events occur, for example an event can be triggered if particular errors are found during an automatic check. 40) What is I-Base? What is I-Base category? 41) What is E-CAT? 42) What is LSMW? The Legacy System Migration Workbench (LSMW) is a tool recommended by SAP that you can use to transfer data once only or periodically from legacy systems into an R/3 System. The LSM Workbench lets you check the data for migration against the current settings of your customizing. The check is performed after the data migration, but before the update in your database. TC: LSMW 43) What are adaptors? 44) What is BDocs? 45) What is application builder? 46) How did you customize IC for service project? 47) What Business Roles did you configure? Profiles used? 48) Which all profiles did you use? 49) How to activate/deactivate work centers? 50) What are Logical Links? Where do you adjust them? 51) What is Master Data? What is it used for? 52) What is territory master data?